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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,961 | $129,737-2.9% | $119,126+5.7% | $154,746-18.6% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 18.21% | 379.08%-360.9pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,089 | $5,842-81.4% | $5,318-79.5% | $6,730-83.8% |
| Admin fee / account holder | $889 | $11,961-92.6% | $10,693-91.7% | $14,365-93.8% |